Post Job Free

Resume

Sign in

Administrative Assistant Escrow Officer

Location:
San Francisco, CA
Posted:
May 18, 2023

Contact this candidate

Resume:

Elisa M. King-Sanchez

415-***-**** adw7h3@r.postjobfree.com linkedin.com/in/elisamsanchez/

Strategic, professional, and accomplished customer success champion. Self-motivated and enthusiastic worker with vast experience in many different fields. Bringing forth a proven track record of achievement and a reputation for positive collaboration. Confident, hardworking, and committed to seeing results in whatever position I am in. Reliable and dedicated to finding a company that will benefit from my superior skill set and energetic drive.

Ready to impact organizations, “Lead by Example,” and to provide exceptional customer service.

- Core Competencies -

Critical Thinking Teamwork Decision Making Organization & Prioritization

Time Management Adaptability Workflow Efficiency Collaborative Learning

Calendar Management Problem Solving Expense Reports Customer Service driven

Scheduling Event Planning Scheduling Global Travel Coordination

Professional Experience

Career Group (Contract/Temporary) Dec 2022 - Present

Executive Assistant/ Personal Assistant/ Office Manager

Gryphon Investors, San Francisco, CA

Fox Paine, Woodside, Ca

Perella Weinberg Partners, San Francisco, CA

Contract work managing C-Level Executives by maintaining their extremely active calendar and travel arrangements (International, Domestic and private aviation)

Mange comprehensive day-to-day activities for the CEO, including communicating with direct reports about C-Suite priorities and his personal calendar.

Prioritized, and screened 30+ telephone calls daily while taking messages with a high degree of accuracy

Planning and handling of upscale events in conjunction with additional estate staff

Collaborated and assisted the Estate Manager in managing the 9 + acre estate and grounds

Maintain all database contacts

Oversaw the CEO’s external commitments, including committees and external boards.

Assisted with Board of Directors meetings and events, managed all executive meetings (in house and away) and oversaw meeting preparation.

Supervised housekeeping and maintenance staff, contractors, and vendors

Order office supplies and stock the kitchen with snacks, water, and soda.

Manage conference bookings, clearing guests with lobby security.

Maintain and keep up to date extremely detailed company calendar

Provide meeting coordination and catering

Collaborate and support other administrative team members.

Manage and coordinate travel arrangements for the department, including transportation and hotel reservations.

Spearheaded and managed more than 150 restaurant reservations for attendees at the JP Morgan conference and canceled any reservations not claimed prior to 48 hours avoiding any cancellation fees to the company.

Manage and track expenses and reimbursements via workday for more than 40 people.

Stewart Title of California, Burlingame, CA

Escrow Officer Dec 2021-Oct 2022

Proficient, outgoing and Professional Escrow officer with over 12 years of experience. Specializing in Bulk Sales, Residential, Commercial and Private Beneficiary transactions.

Streamlined and managed the opening of a new temporary branch while the permanent location was being built.

Prepared agenda for the department to be included in the monthly meetings which included data and sales revenue.

Assisted in the preparation of ordering all necessary office furniture and equipment for the office.

Managed escrow transactions, (Bulk Sale, Residential and commercial) verify terms of purchase contracts, collect and deposit funds into escrow accounts, obtain clear title by ordering Preliminary reports and resolving any title defects.

Collaborate with Lenders, Real Estate Agents, buyers, and sellers.

Managed department calendar to optimize time management for buyers and seller signings along with new client presentations.

Prepared documents such as escrow instructions, Deed’s, estimated closing statements, CD’s and closing documents. Notarized and explained provisions and procedures and reviewed documents for accuracy and completeness.

Balanced, audited, and closed files upon the receipt of funds.

Old Republic Title, San Carlos, CA

Escrow Officer- Bulk Sales Jun 2021- Nov 2021

Successfully managed a small Bulk Sale Unit while focusing on building relationships to grow my business in the residential and commercial sector.

Managed a Bulk sale file from start to finish.

Prepared opening instructions assisted clients in the preparation of ABC documents, such as form 211-A, 227 and the 226. Ordered UCC searches and addressed any UCC’s of record, notified tax agencies of pending sale of business. Prepared and recorded the Notice of Bulk Sale to Creditors.

Prepared Estimated statements, including any creditor claims, proration adjustments and charges.

Audited, disbursed, and closed out all files upon all terms and conditions of the instructions having been satisfied

Provided escrow support to escrow officers that went on vacation or that were out ill. Ability to provide clear and concise notes for the escrow officer so that they are able to return and close their transactions smoothly.

Fidelity National Title, San Francisco, CA & Burlingame, CA

Escrow Officer May 2013- May 2021

Successfully took over and managed a large Bulk Sale unit maintaining 90% of the bulk Sale business upon the retirement of the Manager of the department.

Managed a Bulk sale file from start to finish with an average monthly revenue of $75,000, independently.

Prepared agenda for the department to be included in the monthly meetings which included data and sales revenue.

Prepared opening instructions assisted clients in the preparation of ABC documents, such as form 211-A, 227 and the 226. Ordered UCC searches and addressed any UCC’s of record, notified tax agencies of pending sale of business. Prepared and recorded the Notice of Bulk Sale to Creditors.

Prepared Estimated statements, including any creditor claims, proration adjustments and charges.

Managed department calendar to optimize time management for buyers and seller signings along with new client presentations.

Audited, disbursed, and closed out all files upon all terms and conditions of the instructions having been satisfied

Handled Commercial files in connection with the transfer of the Business being sold.

Collaborate with Lenders, Real Estate Agents, buyers, and sellers.

On Residential and Commercial transactions, prepared documents such as escrow instructions, Deed’s, estimated closing statements, CD’s and closing documents. Notarized and explained provisions and procedures and reviewed documents for accuracy and completeness.

Balanced, audited, and closed files upon the receipt of funds.

Kaiser Permanente, Redwood City, CA & South San Francisco, CA

Executive Assistant to the COO & Site Support Director

Sept 2008- May 2011

Proficient Administrative Assistant with 3 years of office experience, heavy calendaring, travel arrangements, preparation of agendas and meeting minutes, drafting, and editing of confidential correspondence, specializing in administrative work, problem solving, planning, and optimal assistance. Proven efficiency with an ability to learn quickly and navigate any computer software program.

Education & Technical Skills

High School Diploma Sacred Heart Cathedral Preparatory, San Francisco, CA

Associates of Arts College of San Mateo, CA - Present

Microsoft Office Suite-Word, Excel, PowerPoint, Concur, SoftPro, Resware, Epic, Workday, Google Docs, Asana

Notary Public



Contact this candidate